CCLFX
Cliffwater Corporate Lending Fund
1W: +0.0%
1M: +0.5%
3M: +1.5%
YTD: -0.4%
1Y: -3.4%
3Y: +22.8%
5Y: +40.0%
$10.41
+0.01 (+0.10%)
Weekly Expected Move ±0.1%
$10
$10
$10
$10
$10
Institutional Ownership — CCLFX
6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
2
New Positions
0
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 273,805 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Financial Gravity Asset Management, In | 223,776 | $2M | +217,285 | +3347.5% | 3Q | SEC ↗ |
| 3 | Financial Gravity Companies, Inc. NEW | 222,828 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Wealthspire Advisors, LLC NEW | 72,761 | $757K | — | +0.0% | 1Q | SEC ↗ |
| 5 | YOUSIF CAPITAL MANAGEMENT, LLC | 10,100 | $105K | — | +0.0% | 2Q | SEC ↗ |
| 6 | Luminist Capital LLC | 4,898 | $51K | -946 | -16.2% | 2Q | SEC ↗ |
| 7 | Kohmann Bosshard Financial Services, L | 0 | $0K | -9,752 | -100.0% | 2Q | SEC ↗ |
| 8 | Pinnacle Wealth Management Advisory Gr | 0 | $0K | -512,028 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 273,805 | $3M |
| Financial Gravity Companies, Inc. | 222,828 | $2M |
| Wealthspire Advisors, LLC | 72,761 | $757K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pinnacle Wealth Management Advisory | 512,028 | $5M |
| Kohmann Bosshard Financial Services | 9,752 | $101K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +217,285 | +3347.5% | 223,776 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Luminist Capital LLC | -946 | -16.2% | 4,898 |